
Fast response and great support to queries or issues.
Videos and documentation very useful in helping to understand how to get most out of the product.
Cloning of workbooks with all formulas saves time and ensures they are all the same. Review collected by and hosted on G2.com.
Dislike – having to edit and reload the quantity, sales price and cost price tabs after adding new products to the main tab. Would be nice if this was done automatically. Review collected by and hosted on G2.com.
Hi Jez, thank you so much for taking the time to write such a thorough review.
It’s wonderful to hear that you’re enjoying the reponsive support team, and helpful videos & documentation – and that the workbook cloning feature is saving you time. We love knowing that Phocas is helping streamline your budgeting and forecasting compared to Excel.
I understand your frustration about having to make manual edits when adding new products.f it's adding considerable time to your processes it might make sense to explore adding additional data sources to your Phocas setup. If you’d like to discuss this further or have any additional suggestions, please don’t hesitate to reach out at hello@phocassoftware.com.
Warm regards,
On behalf of Alix Huntsman
Vice President of Customer



